Anic Equity¶
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Total return since start: 0.61 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49187.48 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43270.09 Kr¶
PnL: ---------------------------------------> -1605.49 Kr¶
DD now: ---------------------------------> -7.404 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 15:46:15.160962'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -1.970000 | 1517.280000 | 94.280000 | 6.630000 | 1423.000014 |
| Hennes & Mauritz B | 6 | 0.670000 | 923.040000 | 11.040000 | 1.210000 | 912.000000 |
| Nederman Holding | 1 | 0.970000 | 208.000000 | 9.000000 | 4.520000 | 199.000000 |
| JM | 7 | 2.860000 | 957.600000 | 7.600000 | 0.800000 | 950.000002 |
| Atrium Ljungberg B | 5 | -0.280000 | 901.000000 | -3.000000 | -0.330000 | 904.000000 |
| BioGaia B | 8 | -0.890000 | 892.800000 | -11.200000 | -1.240000 | 904.000000 |
| ASSA ABLOY B | 4 | -0.730000 | 981.600000 | -11.400000 | -1.150000 | 993.000000 |
| Eastnine | 6 | -1.830000 | 643.200000 | -13.800000 | -2.100000 | 657.000000 |
| Profoto Holding | 7 | -1.700000 | 567.000000 | -15.000000 | -2.580000 | 581.999999 |
| Biotage | 1 | -0.900000 | 131.800000 | -17.200000 | -11.540000 | 149.000000 |
| Creaspac SPAC | 40 | -0.100000 | 3812.000000 | -22.000000 | -0.570000 | 3834.000000 |
| OX2 | 12 | -0.470000 | 886.800000 | -22.200000 | -2.440000 | 909.000000 |
| INVISIO | 15 | -0.630000 | 3547.500000 | -24.500000 | -0.690000 | 3571.999995 |
| Bufab | 3 | -0.850000 | 1049.400000 | -26.600000 | -2.470000 | 1076.000001 |
| Vitrolife | 3 | -1.550000 | 648.000000 | -29.000000 | -4.280000 | 677.000001 |
| AcadeMedia | 20 | -1.820000 | 948.400000 | -29.600000 | -3.030000 | 978.000000 |
| Alimak Group | 12 | -0.730000 | 975.600000 | -31.400000 | -3.120000 | 1007.000004 |
| Investor B | 3 | -0.360000 | 626.550000 | -31.450000 | -4.780000 | 657.999999 |
| Latour B | 4 | -0.870000 | 822.400000 | -33.600000 | -3.930000 | 856.000000 |
| EQT | 4 | 1.300000 | 838.400000 | -34.600000 | -3.960000 | 873.000000 |
| Byggmax Group | 33 | -0.350000 | 931.260000 | -35.740000 | -3.700000 | 966.999990 |
| Sandvik | 4 | -1.220000 | 812.000000 | -36.000000 | -4.250000 | 848.000000 |
| Vitec Software Group B | 2 | -0.930000 | 1066.000000 | -38.000000 | -3.440000 | 1104.000000 |
| Sagax A | 4 | 0.000000 | 848.000000 | -38.000000 | -4.290000 | 886.000000 |
| Platzer Fastigheter Holding B | 12 | 0.000000 | 909.600000 | -41.400000 | -4.350000 | 951.000000 |
| Sagax B | 4 | -1.400000 | 843.600000 | -41.400000 | -4.680000 | 885.000000 |
| Hexatronic Group | 15 | -1.210000 | 1028.700000 | -42.300000 | -3.950000 | 1071.000000 |
| Gränges | 10 | -2.210000 | 996.500000 | -42.500000 | -4.090000 | 1039.000000 |
| Catena | 2 | 0.000000 | 762.800000 | -43.200000 | -5.360000 | 806.000000 |
| Hoist Finance | 36 | -1.470000 | 966.600000 | -44.400000 | -4.390000 | 1010.999988 |
| SKF B | 5 | -0.950000 | 935.500000 | -44.500000 | -4.540000 | 980.000000 |
| Addnode Group B | 7 | -1.440000 | 860.300000 | -44.700000 | -4.940000 | 904.999998 |
| HEXPOL B | 8 | 0.090000 | 888.000000 | -69.000000 | -7.210000 | 957.000000 |
| Hexagon B | 26 | -1.210000 | 3298.100000 | -121.900000 | -3.560000 | 3420.000012 |
| Orrön Energy | 170 | -2.800000 | 1920.150000 | -125.850000 | -6.150000 | 2045.999980 |
| VEF | 788 | -0.800000 | 1754.090000 | -148.910000 | -7.830000 | 1903.000300 |
| Sedana Medical | 93 | 0.360000 | 2570.520000 | -413.060000 | -13.840000 | 2983.577733 |
| TOTAL | 43270.090000 | -1605.490000 | -7.4037% | 44875.578016 |
Updated:¶
'2023-06-22 15:46:31.854109'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
